Stocks to look at post-Budget, why D-Street is so confident about a rate cut, plus top BUY/SELL ideas

To keep you updated, we send ET Markets Newsletter to your mailbox. In case, you wish to Unsubscribe Click Here MORNING NEWSLETTER Mon, Feb 04, 2019 Good Morning! Consumption, two-wheeler and real estate stocks are likely to be high on investors' radar on Dalal Street in the near term, as the interim budget on Friday provided an impetus to the rural sector as well as the middle class. That said, the market already appears to have got over the Budget and is focussing on RBI policy and global cues. It is likely that a possible rate cut by RBI will decide market direction from here on. Read more on this and about DHFL's fresh ratings cut in today's edition. #ValueInvestor#SmallcapHunters#Outlook2019#BootCamp#Q3Results

SENSEX 36328.42 -141.01 NIFTY 50 10849.15 -44.50 Gold 33405.00 0.00 USD/INR 71.67 0.43 OPENING BELL Stocks to look at after the interim Budget Hero MotoCorp is well-positioned to be the key beneficiary of a rural demand recovery. Market sees RBI setting course towards rate cut Eight survey participants expect the RBI to decrease the repo rate by at least 25 basis points. Brokerages see big boost for consumption, no rate hike Interim Budget: An expression of values Top buy, sell, hold ideas from D-Street experts In Focus: Top stocks to track in today's session What changed your markets while you were sleeping Money and markets John Bogle is no more. Why his brainchild, index funds, coul... Money and markets Zerodha breaks out to a new high on brokerage charts. The re... Economy and policy Why China replaced its top securities watchdog EQUITY EVENTS Coming soon... ET Markets - Radio ETMarkets Morning Podcast: Raining IT jobs, power tussle in Kolkata, risk aversion for debt funds & more Feb 04, 2019, 09.33 AM IST | Tune in! Your daily digest of market news, views and cues. 05:49 EQUITIES PRICE SHOCKERS Stock Name LTP 3 Days % Change Mkt. Cap (Cr.) SANTECHNO 291.05 21.78% 1714.83 3P Land Ho... 12.75 21.43% 21.6 Are you missing the Trend? Find it out Now VOLUME SHOCKERS Stock Name LTP Avg. Vol. Volume % Change Voltamp Tr... 996.75 719.00% 4460.33 Sarda Ener... 270.00 496.51% 16281.33 Is this momentum going to continue? Check out NEAR 52 WEEK HIGH Stock Name LTP 52 Week High High % Gap Gangotri T... 1.65 1.35% -18.18 Nestle Ind... 11590.00 11705.00% 0.99 Will these stocks hit new hights? Track Now NEAR 52 WEEK LOW Stock Name LTP 52 Week Low Low % Gap Pincon Spi... 6.95 17.15% -146.76 Sanco Indu... 14.45 20.00% -38.41 Will these stocks breach beyond its low levels? Track Now VIDEOS Sensex jumps 212 pts on Budget proposals, Nifty ends at 10,894 Interim Budget 2019: What do the macros say Interim Budget 2019: A fund manager's view BENCHMARKS INDICES TOP INDEX FOR THE DAY S&P BSE Consumer Durables 21765.04 1.64% 5050 BOTTOM INDEX FOR THE DAY S&P BSE Telecom 959.97 -2.24% 180676 IMPACT SECTORS Sector Name Market Cap Rs Cr. Market Cap % Change Equipments 40.92 2.94% 5050 Automobilies 6495.44 0.98% 5050 CARE cuts rating of DHFL's Rs 1.2L cr outstanding securities 25 mutual fund houses collectively hold DHFL paper worth Rs 8,650 crore as of December 2018. View: Above 10,950, Nifty can head to 11,450 Global trade woes may re-emerge as US nears polls: Matt Gertken Bank NPA additions on a downward spiral Asia stocks quiet, dollar supported after upbeat US jobs data COMMODITIES PRECIOUS METAL Commodity Price/Unit % Change Volume preciousMetalDesc Gold M Expiry: 05-02-2019 34247.0 842.00% 1 preciousMetalDesc Gold Guinea Expiry: 28-02-2019 26499.0 489.00% 1347 VIEW MORE BASE METAL Commodity Price/Unit % Change Volume baseMetalDesc Nickel Mini Expiry: 30-04-2019 0.0 42.20% 0 baseMetalDesc Nickel Mini Expiry: 29-03-2019 913.0 22.30% 914 VIEW MORE OIL & ENERGY Commodity Price/Unit % Change Volume oilEnergyDesc Crude Oil Mini Expiry: 19-06-2019 0.0 179.00% 0 oilEnergyDesc Crude Oil Mini Expiry: 20-05-2019 4119.0 59.00% 5 VIEW MORE OTHERS Commodity Price/Unit % Change Volume outhersAsc Mentha Oil Expiry: 31-05-2019 1212.0 -3.30% 1 outhersAsc Mentha Oil Expiry: 28-06-2019 1160.0 -1.00% 2 VIEW MORE RECOMMENDATIONS FOR THE DAY Havells India Ltd. Buy Havells India, target Rs 780: Manas Jaiswal Buy Biocon Ltd. Buy Biocon, target Rs 682: Manas Jaiswal Buy RBL Bank Ltd. Buy RBL Bank, target Rs 600: Kunal Bothra Buy QUICK LINKS Equity Movers | 52 WK Low | Only Buyers | Only Sellers | Upcoming IPOs Follow Us: Download ET Markets App: About us|Advertise with us|Feedback|Sitemap|Code of Ethics More Newsletters: Daily Newsletter | Markets Watch | ET Investment Opportunities | Wealth | View all © 2019 Times Internet Limited. To ensure delivery directly to your inbox, please add etnotifications@indiatimes.com to your address book today. If you are having trouble viewing this newsletter, please click here, To unsubscribe or edit your subscriptions please click here